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Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) Institutional Ownership

$12.22 -0.10 (-0.81%)
As of 07/23/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Simplify Intermediate Term Treasury Futures Strategy ETF (BATS:TYA)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$27.93M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$92.85M
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Skip Chart & View Institutional Buying and Selling Data

TYA Institutional Buying and Selling by Quarter

Simplify Intermediate Term Treasury Futures Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Heck Capital Advisors LLC384,111$4.90M0.3%+5.1%3.375%
7/6/2026 Private Client Services LLC54,090$691K0.2%-35.5%0.475%
5/14/2026Hilltop Holdings Inc.58,318$766K0.1%-89.0%0.512%
5/7/2026Legacy Wealth Managment LLC ID2,526$33K0.0%-36.5%0.022%
4/30/2026Elevated Capital Advisors LLC11,983$157K0.0%-79.9%0.105%
4/23/2026Continuum Advisory LLC155,129$2.04M0.2%+84.6%1.363%
2/18/2026OLD Mission Capital LLC23,052$311K0.0%N/A0.203%
2/17/2026Hilltop Holdings Inc.529,725$7.15M0.4%+477.3%4.655%
2/13/2026CreativeOne Wealth LLC18,110$244K0.0%-23.2%0.159%
2/12/2026Jane Street Group LLC118,302$1.60M0.0%+38.4%1.040%
2/12/2026Great Lakes Retirement Inc.25,475$344K0.0%-52.4%0.224%
2/11/2026Howard Bailey Securities LLC18,013$243K0.1%-58.9%0.158%
2/11/2026Straight Path Wealth Management17,219$232K0.1%+40.3%0.151%
2/11/2026Continuum Advisory LLC84,056$1.14M0.1%-45.4%0.739%
2/6/2026Lloyd Advisory Services LLC.130,585$1.76M0.7%-58.3%1.147%
2/6/2026Kingdom Financial Group LLC.8,798$119K0.0%-28.3%0.077%
2/6/2026Magnolia Private Wealth LLC283,513$3.83M2.7%+6.6%2.491%
2/6/2026Authentikos Wealth Advisory LLC19,928$269K0.2%-6.2%0.175%
2/6/2026 IFP Advisors Inc9,478$128K0.0%+11.6%0.083%
2/3/2026Legacy Wealth Managment LLC ID3,976$54K0.0%+174.2%0.035%
1/27/2026Elevated Capital Advisors LLC59,575$804K0.2%-2.9%0.524%
1/26/2026AE Wealth Management LLC341,032$4.60M0.0%-49.9%2.997%
1/22/2026 Networth Advisors LLC2,382$32K0.0%N/A0.021%
1/21/2026 Stapp Wealth Management Pllc261,639$3.53M4.5%-7.8%2.299%
1/20/2026Whalen Wealth Management Inc.44,140$596K0.3%N/A0.388%
1/16/2026 Heck Capital Advisors LLC372,775$5.03M0.4%+6.8%3.276%
1/8/2026 True Wealth Design LLC825,844$11.15M3.3%+6.7%7.257%
12/2/2025 IFP Advisors Inc8,491$116K0.0%-29.2%0.075%
11/17/2025Susquehanna International Group LLP85,287$1.16M0.0%+749.0%0.749%
11/17/2025Hilltop Holdings Inc.91,763$1.25M0.1%-13.4%0.806%
11/13/2025CreativeOne Wealth LLC23,586$321K0.0%+70.2%0.207%
11/12/2025Great Lakes Retirement Inc.53,498$728K0.1%-53.3%0.470%
11/7/2025SMART Wealth LLC10,337$141K0.1%-55.5%0.091%
11/6/2025Magnolia Private Wealth LLC265,909$3.62M2.3%+21.6%2.337%
11/5/2025 B.O.S.S. Retirement Advisors LLC37,776$514K0.1%-78.9%0.332%
11/5/2025Authentikos Wealth Advisory LLC21,239$289K0.2%-86.9%0.187%
11/4/2025Howard Bailey Securities LLC43,794$596K0.2%-60.8%0.385%
11/3/2025AE Wealth Management LLC680,858$9.27M0.1%-59.9%5.983%
10/30/2025Kingdom Financial Group LLC.12,273$167K0.1%-51.8%0.108%
10/30/2025Lloyd Advisory Services LLC.313,407$4.27M2.0%-50.8%2.754%
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10/27/2025 Stapp Wealth Management Pllc283,805$3.86M5.2%+1.4%2.494%
10/24/2025 Heck Capital Advisors LLC349,100$4.75M0.4%+0.3%3.068%
10/21/2025 True Wealth Design LLC774,224$10.54M3.2%+3.9%6.803%
10/20/2025Quest 10 Wealth Builders Inc.4,090$56K0.1%-46.6%0.036%
10/20/2025 Simplify Asset Management Inc.158,400$2.16M0.0%-94.8%1.392%
10/20/2025Continuum Advisory LLC153,885$2.09M0.2%N/A1.352%
10/20/2025 LifeWealth Investments LLC10,415$142K0.0%-76.8%0.092%
10/15/2025 Brookstone Capital Management13,313$181K0.0%-10.4%0.117%
10/14/2025 Private Client Services LLC77,138$1.05M0.4%N/A0.678%
9/4/2025Osaic Holdings Inc.12,703$171K0.0%N/A0.112%
8/12/2025CreativeOne Wealth LLC13,859$187K0.0%N/A0.122%
8/11/2025Kingdom Financial Group LLC.25,439$343K0.3%+55.4%0.224%
8/7/2025 Simplify Asset Management Inc.3,022,182$40.77M2.1%-23.5%26.557%
8/6/2025 True Wealth Design LLC745,093$10.05M3.5%N/A6.547%
8/6/2025AE Wealth Management LLC1,698,863$22.92M0.2%+6.9%14.928%
8/4/2025Great Lakes Retirement Inc.114,539$1.55M0.2%+1.0%1.006%
8/1/2025FSA Advisors Inc.11,000$148K0.1%-14.1%0.097%
7/30/2025 LifeWealth Investments LLC44,989$607K0.2%+11.0%0.395%
7/30/2025 Brookstone Capital Management14,861$200K0.0%N/A0.131%
7/30/2025 Mid American Wealth Advisory Group Inc.272,426$3.68M1.7%+7.2%2.394%
7/25/2025RHS Financial LLC12,688$171K0.1%N/A0.111%
7/24/2025 IFP Advisors Inc11,998$162K0.0%+1,048.1%0.105%
7/23/2025 Heck Capital Advisors LLC348,052$4.70M0.4%+2.1%3.058%
7/18/2025 B.O.S.S. Retirement Advisors LLC178,626$2.41M0.6%+3.7%1.570%
7/18/2025Magnolia Private Wealth LLC218,744$2.95M2.3%+124.9%1.922%
7/16/2025Lloyd Advisory Services LLC.636,738$8.59M4.1%+11.1%5.595%
7/14/2025 Stapp Wealth Management Pllc279,978$3.78M5.4%-0.5%2.471%
5/19/2025Jane Street Group LLC42,534$563K0.0%+202.5%0.363%
5/15/2025OLD Mission Capital LLC16,430$217K0.0%N/A0.140%
5/13/2025Heck Capital Advisors LLC341,039$4.51M0.5%N/A2.907%
5/8/2025FSA Advisors Inc.12,807$169K0.1%N/A0.109%
5/6/2025AE Wealth Management LLC1,588,484$21.02M0.2%+56.1%13.462%
5/5/2025Csenge Advisory Group27,596$363K0.0%+132.7%0.234%
5/5/2025Transce3nd LLC3,714$49K0.0%+32.5%0.031%
5/2/2025Lord & Richards Wealth Management LLC4,742$63K0.1%N/A0.040%
5/1/2025Quest 10 Wealth Builders Inc.6,282$83K0.1%+779.8%0.053%
5/1/2025Park Square Financial Group LLC3,023$40K0.0%+238.9%0.026%
4/29/2025SMART Wealth LLC21,480$284K0.1%+45.6%0.182%
4/28/2025Straight Path Wealth Management11,769$156K0.1%+9.0%0.100%
4/28/2025FSR Wealth Management Ltd.12,923$171K0.2%N/A0.110%
4/24/2025Kingdom Financial Group LLC.16,371$217K0.2%N/A0.139%
4/23/2025Professional Financial Advisors LLC20,532$272K0.1%+5.1%0.174%
4/22/2025Cambridge Investment Research Advisors Inc.146,201$1.93M0.0%+1,182.5%1.239%
4/22/2025Stapp Wealth Management Pllc281,309$3.72M5.7%+7.1%2.384%
4/21/2025LifeWealth Investments LLC40,545$536K0.2%+132.8%0.344%
4/17/2025Great Lakes Retirement Inc.113,372$1.50M0.2%+80.3%0.982%
4/17/2025Authentikos Wealth Advisory LLC117,932$1.56M1.3%+153.4%1.021%
4/17/2025Howard Bailey Securities LLC104,563$1.38M0.6%+39.9%0.905%
4/15/2025Magnolia Private Wealth LLC97,283$1.29M0.7%N/A0.842%
4/14/2025Tounjian Advisory Partners LLC10,452$138K0.0%N/A0.090%
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4/14/2025Lloyd Advisory Services LLC.573,169$7.58M3.8%+63.0%4.963%
4/9/2025Mid American Wealth Advisory Group Inc.254,167$3.36M1.8%+6.8%2.201%
2/27/2025XY Planning Network Inc.20,823$256K0.2%N/A0.233%
2/26/2025LifeWealth Investments LLC17,413$214K0.1%N/A0.195%
2/26/2025Capital A Wealth Management LLC2,842$35K0.1%N/A0.032%
2/14/2025Jane Street Group LLC14,063$173K0.0%-11.0%0.433%
2/14/2025Transce3nd LLC2,804$34K0.0%N/A0.086%
2/11/2025Simplify Asset Management Inc.3,843,182$47.17M2.3%-0.6%118.252%
2/6/2025Straight Path Wealth Management10,800$133K0.1%N/A0.332%
2/3/2025Lloyd Advisory Services LLC.351,733$4.32M2.0%+6.2%10.823%


TYA Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of Simplify Intermediate Term Treasury Futures Strategy ETF. The most heavily invested institutionals were True Wealth Design LLC ($11.15M), WJ Interests LLC ($9.14M), Heck Capital Advisors LLC ($4.90M), AE Wealth Management LLC ($4.60M), Magnolia Private Wealth LLC ($3.83M), Mid American Wealth Advisory Group Inc. ($3.68M), and Stapp Wealth Management Pllc ($3.53M).Learn more on Simplify Intermediate Term Treasury Futures Strategy ETF's institutional investors.

Of the 44 institutional investors that purchased Simplify Intermediate Term Treasury Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($3.84M), True Wealth Design LLC ($825.84K), AE Wealth Management LLC ($783.31K), Hilltop Holdings Inc. ($437.96K), Heck Capital Advisors LLC ($391.34K), Lloyd Advisory Services LLC. ($391.31K), and Magnolia Private Wealth LLC ($283.51K).

Institutional investors have bought a total of 2,081,995 shares in the last 24 months. This purchase volume represents approximately $28.07M in transactions.

Of the 21 institutional investors that sold Simplify Intermediate Term Treasury Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Simplify Asset Management Inc. ($3.79M), AE Wealth Management LLC ($1.36M), Lloyd Advisory Services LLC. ($506.15K), Hilltop Holdings Inc. ($485.64K), Authentikos Wealth Advisory LLC ($142.43K), B.O.S.S. Retirement Advisors LLC ($140.85K), and Howard Bailey Securities LLC ($93.84K).

Institutional investors have sold a total of 6,858,228 shares in the last 24 months. This volume of shares sold represents approximately $92.85M in transactions.


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This page (BATS:TYA) was last updated on 7/24/2026 by MarketBeat.com Staff.
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